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Westwood Real Estate Income Fund Celebrates 25-Year Anniversary

WHG
  • Westwood Holdings Group (NYSE: WHG) announced the 25th anniversary of the Westwood Real Estate Income Fund in Dallas on March 30, 2026.
  • The Fund launched in 2001 & has maintained a strategy focused on disciplined investing, fundamental analysis, valuation discipline, & rigorous risk management.
  • The Fund distinguishes itself through investments in preferred securities issued by REITs, which have generated elevated yields compared to reference rates over the past 25 years.
  • John Palmer, lead portfolio manager, stated the milestone reflects the team's dedication to delivering durable income through changing market environments.
  • Current investment sectors include logistics, data centers, manufactured housing, & essential infrastructure platforms.
  • The Fund seeks high current income & potential for modest long-term capital growth.
  • Westwood Holdings Group is a boutique asset management firm offering strategies to institutional, intermediary, & private wealth clients.
  • The Fund is distributed by Ultimus Fund Distributors, LLC, which is separate & unaffiliated from Westwood Funds or Westwood Holdings Group, Inc.
  • Investing involves risks including potential loss of principal, share price fluctuations, & economic conditions affecting the real estate sector.